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Nations Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Nations Financial Group’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,088
Closed -$219K – 524
2022
Q1 		$219K Hold
5,088
– – 0.03% 480
2021
Q4 		$231K Buy
5,088
+9
+0.2% +$408 0.03% 439
2021
Q3 		$227K Buy
5,079
+5
+0.1% +$227 0.03% 408
2021
Q2 		$229K Buy
5,074
+3
+0.1% +$134 0.04% 371
2021
Q1 		$221K Buy
+5,071
New +$221K 0.05% 326

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nations Financial Group's AOM Position: Q2 2022 in Review

Nations Financial Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2022, closing a stake of 5,088 shares — an estimated $219K sold.

Nations Financial Group first reported a position in AOM in Q1 2021 and held it in 5 quarters. The position peaked at $231K in Q4 2021. 229 funds tracked by Wall St. Rank hold AOM as of Q2 2022.

  • Nations Financial Group reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2022 after selling out during the quarter.
  • Nations Financial Group sold 5,088 iShares Core Moderate Allocation ETF shares in Q2 2022, an estimated $219K.
  • Nations Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 5 quarters.
  • Nations Financial Group's iShares Core Moderate Allocation ETF position peaked at $231K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2022.

Based on Nations Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.